Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,383 | $167,362+12.0% | $143,799+30.3% | $134,532+39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.91% | 0.47%-16.4pp | -0.04%-15.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $18,908 | $5,620+236.4% | $4,952+281.8% | $4,741+298.8% |
| Participant deferral / active EE | $10,728 | $6,447+66.4% | $5,638+90.3% | $6,401+67.6% |
| Admin fee / account holder | $8,695 | $18,094-51.9% | $14,677-40.8% | $11,429-23.9% |